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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,866 | $46,173-48.3% | $170,435-86.0% | $69,631-65.7% |
| Participation rate | 26.7% | 63.9%-37.2pp | 83.6%-56.9pp | 70.7%-44.0pp |
| Annual return | 11.87% | 21.62%-9.7pp | 205.94%-194.1pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $975 | $2,080-53.1% | $4,939-80.3% | $3,224-69.8% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |